Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,735 | $76,551-71.6% | $123,894-82.5% | $62,881-65.4% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 4.02% | 18.68%-14.7pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,400 | $2,882-16.7% | $4,617-48.0% | $2,281+5.2% |
| Participant deferral / active EE | $3,802 | $4,840-21.4% | $5,984-36.5% | $3,203+18.7% |
| Admin fee / account holder | $254 | $4,826-94.7% | $8,357-97.0% | $4,296-94.1% |